We decided it was time to take the plunge!Invisor Investment Management Inc.Atlanta Business Chronicle revealed that Invisors, a Workday Services Partner, is no. Was established to provide personalized, goal-based portfolio management, financial planning and insurance solutions to all investors in Canada primarily through an online channel. The average cost of the portfolio recommended to me was 2.30% Since most costs of investing are buried inside fund products, investors are generally not aware of what their total cost of owning the investment portfolio is, how and how much advisors get paid, the basis for inclusion of securities in the portfolio, how the portfolio is tracking towards their goals, etc.Our goal is to provide services to all Canadians with no minimum investment thresholds, at a fraction of the cost that exists in the industry today. In most cases, what the investor receives is a simple monthly/quarterly statement of holdings that shows current market value, book value, and a list of transactions – no more! andThe initial interaction with the advisor is a fairly long drawn out process to go over investment goals, portfolio recommendations, changes, review of plan, etc. Many times, setting up meetings with the advisor gets challenging due to conflicting schedules. And once a prospect becomes a client, the interaction with the adviser generally wanes until such time that the client calls the advisor for a certain need or the advisor gives a courtesy call once a year, in order to comply with the ‘know your client’ rules.Technology has evolved and disrupted so many other industries – newspapers, travel & tourism, book publications, and now banking (think – what is the future of a physical bank branch?), just to name a few. Isn’t it ripe for the financial advice industry to undergo changes as well to make it a better marketplace for the end investors from a client experience perspective – especially for those in the mass affluent/retail category (with less than $500,000 of investable assets) that are not considered ‘High Net Worth’ by the industry? What options do they currently have other than to be ‘sold’ high cost mutual funds that are either manufactured by the advisor’s employer or where the advisor is compensated by the mutual fund company?Following a meeting with a friend of mine (now my business partner!), we quickly came to the conclusion that there was a significant opportunity to serve investors. As the meeting was wrapping up, the associate told me that I was ‘eligible’ for financial planning services offered by the bank.Invisor Changelog v3.16 () Added support of CR3 and AVIF images MediaInfo library updated to v21.03 Updated list of supported lenses Bug fix: analysis report was not updated when you open changed file in the same window Bug fix: failed to run on macOS 10.7 and 10.8 (App Store version only) Other minor changes and fixesAt Invisor, we offer personalized goal-based investment solutions and online options to purchase life and health insurance. With low fees and a convenient online platform that’s accessible 24/7, we’ll help you complete your financial plan and get the insurance coverage you need.I wondered what made me ‘eligible’ and upon enquiring, I was told that the balances that I had saved up in my children’s RESP accounts along with my RRSP account (all, self-directed by me) over a dozen years after immigrating to Canada were ‘sufficient’ to work with an advisor. At that moment, I simply let her know that I wasn’t interested and thanked her for offering the services.Invisors' ability to focus on Workday is a critical differentiator for our customers + consultants. Having this synergistic, singularity of purpose is the reason Invisors is different. We exclusively implement Workday with the goal of empowered, self-sufficient, happy customers.

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